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Kades & Cheifetz’s iShares Russell 2000 ETF IWM Stock Holding History

Kades & Cheifetz’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$350K Buy
1,584
+5
+0.3% +$1.14K 0.18% 81
2024
Q3 		$349K Buy
1,579
+6
+0.4% +$1.28K 0.2% 74
2024
Q2 		$319K Buy
1,573
+4
+0.3% +$808 0.2% 75
2024
Q1 		$330K Buy
1,569
+91
+6% +$18.2K 0.21% 72
2023
Q4 		$297K Buy
1,478
+12
+0.8% +$2.15K 0.21% 69
2023
Q3 		$259K Hold
1,466
– – 0.21% 65
2023
Q2 		$274K Buy
1,466
+22
+2% +$3.92K 0.21% 67
2023
Q1 		$258K Hold
1,444
– – 0.2% 70
2022
Q4 		$252K Buy
+1,444
New +$257K 0.21% 69

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kades & Cheifetz's IWM Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares Russell 2000 ETF (IWM) stake by 0.32% in Q4 2024, buying an estimated $1.14K and bringing the position to 1,584 shares worth $350K. The position accounts for 0.18% of the portfolio, ranked #81.

Kades & Cheifetz first reported a position in IWM in Q4 2022 and has held it in 9 quarters since. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Kades & Cheifetz held 1,584 shares of iShares Russell 2000 ETF worth $350K as of Q4 2024.
  • Kades & Cheifetz bought 5 iShares Russell 2000 ETF shares in Q4 2024, an estimated $1.14K.
  • iShares Russell 2000 ETF made up 0.18% of Kades & Cheifetz's portfolio in Q4 2024, its #81 holding.
  • Kades & Cheifetz first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 9 quarters since.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.